just to redeem myself. [ laughter ] it's not carl's jr.'se so i had it destroyed. i want no bad memories to exist. >> oh, good. >> jimmy: this one like gave me nightmares. i just want to know what this is all about. >> okay. okay. that's fair. that's fair. >> jimmy: look at the dolls' faces. well the one especially. >> okay. so these are my actual stuffed animals. >> jimmy: no. >> yes, they are. yes, they are. >> jimmy: oh, my goodness. and that's tilda swinton. >> jimmy: who i love, yeah. >> and sandro, her boyfriend. and he paints stuffed animals. so i commissioned him thousands of dollars to paint these stuffed animals. >> jimmy: which did he -- which one exactly? >> this cute one here. >> jimmy: no, no. that is -- >> that's cute. >> jimmy: this is cute? >> yeah, that's really cute. >> jimmy: look at this. i just zoomed in on it there. that's cute? [ laughter ] >> i was never invited to a a slumber party. [ laughter ] >> jimmy: oh, my god. >> i was never -- >> jimmy: never invited. >> never invited. those are really my stuffed animals. is

let's bring you the team, carl riccadonna a bloomberg intelligence. 0.5 percent revised 20.8%. .8%.s need to average 2.7% of the remaining three quarters of the year. that makes it a little bit easier to hit that mark. i doubt at the june meeting. could this process look much better than we had thought? up 2.9%. financials down .5%. that is good. carl: it was good that we saw improvement in the corporate profit numbers because it happened -- it had been down 12%. slow-moving economy, that tends to be a very strong negative factor for corporate profits. as we start to see economic momentum build, the corporate profit trend should rebound. if it does not come at that is a major red flag the economy. since theighest fourth quarter of 2012 -- what is the story their? carl: you are seeing decent -- april retail sales numbers were strong. the number on tuesday morning should be an important data point to the fed because all bets are on consumers here as we move to june. jon: looking at the data over the next two weeks, what stands out to you? saying the fed will be pushed over the line. ca

s sueky is out, and carl icahn is responsible for him leaving the company, and does that change your thesis, sad to see him go, or happy to see him going? >> i have no opinion of him staying or going. >> the leadership did not factor in long or short? >> well, maybe a more wild card in the market, and the market sort of appreciated that, but at the end of the day, this is going to be a bet on how profitable can the plant operate and at what capital cost, and any way you pencil it out, it is going to be expensive bet. and out to 2020, the cash does not come in for any meaningful way in fife years. >> if you want to get exposure into the world of lng, rex tiller has been talking about it at exxon for a period of time that you could get the exposure, but not a direct exposure, and would that be a name that you would prefer to be in? >> well, other names that we are not positive on, but shell and chevron and others in aus trail that are reasonably large lng plays, but the problem is that everybody is built to capacity, and building xcapacity on the demand that is basically flat. so we ha

s expire. >> as activists like carl icahn and john paulson are on aig, is shrieking the company, going out ofnprofitable bridges -- businesses, hedge funds being one of them. meantime in the u.s., the markets are still retreating. we are making new lows here. the dow down to under 10 points. the s&p lowered by 1.2%. tech shares getting hit. bloomberg's abigail doolittle has more live from the nasdaq. we are looking at a selloff of the nasdaq. the index is down more than 1%. below is down 1.4%. the index is now down eight out of the last nine days. a multi-daylar to losing streak in the beginning of january. also semi-, big tech and biotech dragging some of the worst drugs including microsoft, amazon, cisco, and gilead. a lot of stocks, big names down more than 1% and a lack of real news. this could signal some sort of shift in sentiment from investors. on the weakness, the nasdaq below its 50 day moving average suggesting there could be more of a bearish move ahead and perhaps, a led lower and a period of risk off for the nasdaq. betty: talk about apple. you can't talk about the nasdaq withou

and also, opinion s ons on the negativity side. china, as we know, and carland it is not necessarily about the economy, but the rules of the road or the lack thereof. china continues to clampp down on the negative sentiment, and if you are an economist or market watcher, and if you are me in china, you have to watch out, because there is banned media, and new york times and google, and the "wall street journal," and facebook and twitter and we know that apple has issues, well so does netflix. in this country, if you want to go negative, go. because it is not that big off a problemp and remember that john boehner called cruz lucifer, and it ended his trek to the white house, and did that have anything to do with it? hey, we might have the first presidential debate, and have a rating just to watch. and one opinion that i did not see anywhere that we had to go crazy to find the transcript, and i have to thank sapford daily for providing an audio file for some of the things that john boehner said on the 27th that may surprise you. everybody wants to speculate how

and carl cameron is live in san diego where we s

regard to those bond proxies, samir, consumer staples and utilities are the worst performers in the s&p. carleaders along with technology. is this time to rotate in preparation for an interest rate hike out of those dividend paying yield stocks which have been the best performers this year and into some of the laggards like tech and financials have been waiting for the hike? >> we think so. we think the opportunity is you've got to go where the growth is. if you look at the earnings season we just got out of, top line there wasn't a lot of earnings growth, but get under the hood and look at places like technology, consumer discretionary, there's a lot of growth to be had. samantha mentioned you have to be more selective at this point in the cycle. >> i don't see that in technology. there was huge disappointment wasn't there for many of the technology issues. department stores are falling apart at the seams. maybe the narrative of having what we watch every morning is different from where you are. isn't the expectation -- samantha talks about a pop on earnings. we don't see a pop on earnings.

over to is chicago with the s santelli exchange with rick. >> thanks, carl.it is really refreshing to see a day with database cli, you n database -- data basically, where all of the sales are solid, and i know that control number of 9 is not the best we have ever seen, but it is the best we have seen in a year and almost two years sequentially on the tata points. and the best way to assess, does it have anything meaningful to throw h into the psyche of the investors or change the strategy? it is easy, because if it is about the fed, data, and global, aspects of the economy, and it always shows up in the dollar index. if you are looking at the intraday of the index, and maybe a couple of months you could totally see how the dollar index has righted itself, and granted a long way from 100, but it also getting to be a bit of a ways from the 92 handle that was really the low point in the last cycle. and so, an easy way to the handicap the data, and the big story in my opinion is that the theory of negativity on rates, and we are in this area where the relative va

s&p. mary thompson's on the floor. >> hey, carl, best two-day performance for the dow since beginning of april two-day performance for the nasdaq since march. we'll see whether or not the early gains we're seeing on wall street hold, but basically we're seeing a broad based gains across the board we are seeing a little bit of weakness in the dollar index. gold is lower and the vix is under pressure, other than that pretty much green arrows. one of the reasons of course the strength we saw in europe coming into today's session. this is helping to offset the weakness from the reports that we've seen from u.s. retailers. and keep in mind the markets are watching or on edge a little bit because we have a lot of ipos pricing tonight. that's good news for the stock market. let's take a quick check of the s&p 500 index, again, building on the gains from yesterday. the s&p now positive for the year up just about 10 points or half a percent in early trade. as i mentioned earlier, broad based gains pretty much all the sectors looking positive in early trading. all of this helped by the rally we're seein

s story." carl higbie. is unique that they would come together. as it turns out hillary's people behind it. >> this guy mccoy, i can't imagine -- first off, the campaign could only get a dozen vets together. vets are lining up by the hundreds and thousands to see donald trump to him for free and they could only get 12? >> it was unclear because the mainstream media outfits were trying to figure out -- donald trump said he raised 5 or $6 million during that speech some it is the debate that he dropped out of, maybe he hasn't given all that money to the vet groups. >> we don't know the exact number. it's over $5 million, so that's more $5 million than the vets groups had in first place. like i said, a high school kid complaining about getting a lexus versus a lamborghini. guess what, donald trump has done more in that one evening than hillary clinton did in a lifetime. >> we have more on the discrepancies. watch this. >> you said you raised $6 million for veterans and yet, there's been no accountability for t

carl icahn dropped his stock. the stock is a good value compared with other s&p values. apple had quite a move.om and pop still holding on. >>> "early start" continues right now. >> the last man standing. donald trump is the only republican left in this race. he speaks to cnn about the general election fight in front of him. >>> hillary clinton taking aim at donald trump and speaking with cnn about the presumptive republican nominee and the democratic party challenger she cannot shake. good morning. nice to see you. welcome to "early start." i'm christine romans. >> i'm john berman. it is thursday, may 5th. donald trump has cleared the field. he is the presumptive republican nominee. even so, he is on the campaign trail in west virginia which votes next tuesday. he is the last man standing after ohio governor john kasich dropped out. trump tells cnn he has his eyes fixed firmly on november. >> do you think the general election campaign has already started? you versus hillary clinton? for all practical purposes bernie sanders is out? >> i think there has been a flip. i'm surprised by it. i thoug

was deep throat, the nixon administration insider who helped steer "the washington post"'s bob woodward and carl bernstein in reporting the watergate scandal. that theory was finally disapproved in 2005 with the -- disproved with the 2005 death of f.b.i. director mark lane who was in fact the real deep throat. bob didn't need public service. he had already built a successful career in business before he decided to run in 1992 for the seat his father once held. he took a pay cut to serve his state and our nation in the senate. bob bennett and i disagreed on many issues. when we did, he was always principled and polite. i suspect that was a reflection of his upbringing. watching his father serve in the senate where members of differing political parties could disagree without questioning the other senator's motives. in his last political race in 2010, senator bennett was targeted for defeat by the force we now refer to as the tea party. after his loss, he spoke to a reporter for """the salt lake tribune"" and he said -- quote -- " the political atmosphere obviously has been toxic, and it's very cl

some of you may remember carl icahn in the 1980's who thought about ways of losing the so-called surplus pension assets to finance takeover schemes. there were folks who worked nine years and eight months but lost their jobs before the 10 years they needed to earn the right to a pension. so to solve these and other problems come the pension rights center did what we now consider our stock in trade. we did then, we do it now. we identified and documented problems. we use our technical know-how to develop workable solutions. and then we mobilize effective citizens and women's organizations, labor unions, retiree groups in coalition for the passage of laws. we were and consider ourselves now to be the great catalyst for retirement income reform. so over our history, the pension rights center, and i will not go through all of these, we were instrumental in passing six federal laws in helping to of the numerous regulations to expand benefits and rights for widows, responsive, low-income earners, short service workers, stop pension rating and help create a legal health network here at but this

dynamism, we need to find new dynamic systems of economic growth. ,s that what this is all about frankly, the search for the new new? carlw in the world to drive our economies forward. we need something real, like the race for space, the way that it moved the economies forward in the 1850's and 1960's. that was a driver of investment. now we need to come up with the next new thing, and i do not know what that is. but this notion of secular stagnation has to do with the fact that there is not a lot of new stuff to invest in. we can make more of the same old stuff, but we need this creativity we were just talking about in the last segment to move us into the next phase of growth. we have had plenty of cheap cash floating around. going outseem to be there, raising debt, selling bonds. are they investing in the right places? m&a andworried about buybacks rather than new investment? carl: you just said the keywords, "new investment." we can invest in better, cheaper, replacing some of the labor costs, but at the end of the day we need something big. maybe electric cars is something good to look forward to. that is the sort of

. >> he's doubled bets against the s&p 500, this comes on the heels of carl icahn more than double hissince the end of last year, fought against the s&p 500? george soros says that gold is the ultimate bubbling. he's now taking more of a position in gold. is it warp buffet going long as a -- >> would you bet against the stock market right now, todd? >> i would bet against the stock market, i would be a buyer of apple. i think they're both right. >> mike, i would not against th this. ashley: only 62% of americans own stocks, that's the lowest in decades. and the individual stock owners stock ownership, and that amount of money coming out of the market is remarkable. what does it tell you? >> the s&p 500 is trending more than on the 10-year bond. so the-- >> for whatever reason, people have been taking money out. stuart: they're nervous, maybe about the election. ashley: yes. stuart: certainly about the economy. and half of all americans, adult americans. ashley: 52%. stuart: own jock-- they own a share of apple or a share of-- >> no, i think it includes mutual funds. >> it's got to. >>

. >> but, carl, you're extrapolating from the i.g.'s reports some of your conclusions.. that's not what the i.g. is saying. she has always maintained all along that this was sort of for convenience, and that previous secretaries of state also used private e-mail. how are you reaching your conclusion. >> no, no previous secretary of state set up a home but server. if you talk to people around the clinton campaign quietly, they will acknowledge to you if you are a reporter who knows some of the background that this is the purpose of it. so she would not be subject to the freedom of information act. so that because the e-mails aren't there, nobody knew about this service -- server. it is a reckless thing that she did. it is irresponsible. she is the chief officer of the foreign service of the united states, the secretary of state, and she is hiding her e-mails in her basement. that's not a good thing. and it's not about -- also, she has to be interviewed by the f.b.i. she is not going to lie to the f.b.i., because it is a crime to lie to the f.b.i. this thing is going on a

. >> i'm carl free san franciscans and i've spoken before about your supportive of s q-77 you're going to implement in a few months and discriminate against the students i'm coming down to help you i'm notifying you to a movie a movie called vaks placing at the opera plaza beginning on friday an important movie is exposes research fraud at the cdc on the - that showed autism in the cdc covered it up and screened away the documents i've come down to here i've bought you tickets to see the movie next wednesday and 7 o'clock at opera plaza their 8 ticket one for the superintendent and one for each of the commissioners i think you really need to see it if you seen this movie before you debited 0 support sp 78 ak-47 and the new vaccination i believe you wouldn't have voted and realized where we are coming from fraud these vaccines are not safe and effective for everyone this is what this research at the cdc showed and you need to see this it is virtual you need to see that movie i beg you and implore you to learn about exactly was going on and see where we are coming from i found a way for

people were asking the question of maybe our colleague carl quintanilla on the show prior that some people are talking, what is first, 22150 o the s or 2050? >> well, i don't see pessimism, but nothing but optimism, and now suddenly, oil going sup the greatest thing nb the world as we press to $50 and people are grasping, judge, right now on the things that the reasons that they should be and want to be in the marketplace. i look at the volatility index, i don't see the pessimism, and where we are trading, and it seems that people are very happy with where the market is. >> and positioning is very pessimistic. >> and the institutional money flow is showing that money is coming out of the funds. >> and in staples, and utilities and telecom and not the cyclicals. >> and the bond futures have never been -- >> well, let's talk to the somebody at a big institution, black rock, and our next guest russ costrich says that you should not expect much from the markets. and he is live in san francisco. welcome back. >> thank you, scott. >> you are a pessimist? >> well, i wouldn't say pessimist, and i don't believe we are running straight up t

carl suggests for the european stocks importantly. and in the country of course, if you are looking at the s&p 500, you are down almost 1%, but in europee will call it 3% for the sake of argument, and it was ten minutes ago, but we have just come off of it, and lot of it is the people selling into the bounce, the stocks doing well, and the miners spring to mind, and arguably the banks. and standard charters here with correlation of what is happening with oil, and brent and deutsche bank as well down on the week, and there is a week of a lot of discussion about the hedge funds and what has worked and not worked on the quarter. the largest quoted hedge fund manager in the the world is mann on the ftse 100, in london. and citi moved it to the sell recommendation, because they believe that the generation of the performance fees moving forward is going to be challenged, and whilst it might be a full service alternative to the investments solutions provider further down the line, but it is not something that you can grasp on to at the moment, and actually archie man is one of the gainers on the european markets today. keeping an eye on greec

carl: that is such an old phrase. i think we are beyond euro sclerosis. that is from the 1980's.n with europe, save the banks, save the economy has been my motto for a long time. the underlying problem with low productivity growth, weighs heavily on the economy. that is the euro sclerosis. jeff, how do you look at charts when you have german yields out to eight years that are negative, when you have the ecb behind corporate bonds? how do you decide what charts are real and what are not? jeff: it becomes a relative game. in every circumstance, there are winners and losers. to carl's point, clearly, when rates went negative in europe, it absolutely penalize the banks there. the charts of the banks in europe look horrendous. there is some knockdown effect in the u.s., but what we are seeing, which is a head scratcher, is that you are not seeing the intra-bank rates spike. there is not this crisis of confidence between which a bank and ubs and the -- between deutsche bank and ubs and the counterparty risks. we try to look at where the winners and losers are based on what is happening

s drive a golf ball. i drive to the hoop. i drive a racecar. i have a driver. his name is carl. but that's not what we all have in common.talked to our doctors about treatment with xarelto®. xarelto® is proven to treat and help reduce the risk of dvt and pe blood clots. xarelto® is also proven to reduce the risk of stroke in people with afib, not caused by a heart valve problem. for people with afib currently well managed on warfarin, there is limited information on how xarelto® and warfarin compare in reducing the risk of stroke. you know, taking warfarin, i had to deal with that blood testing routine. i couldn't have a healthy salad whenever i wanted. i found another way. yeah, treatment with xarelto®. hey, safety first. like all blood thinners, don't stop taking xarelto® without talking to your doctor, as this may d clot or stroke. while taking, you may bruise more easily and it may take longer for bleeding to stop. xarelto® may increase your risk of bleeding if you take certain medicines.